Scheduling Queries

You can schedule queries to run automatically at specified time periods or intervals. Scheduled queries are helpful when you, a member of your staff, or a member of your board need information on a regular basis.

MANAGING SCHEDULED QUERIES

1. After running your query, click on the chevron on the right side of the screen and a drop-down menu will appear.
2. Click Schedule.
3. Give the schedule a Name.
4. Enter the Destination Email Address(es) where you want the query results sent. 
5. Select how often you want the query to be emailed to the recipients.
6. Optionally, you can schedule the query to begin or end at specific times.
7. If the query does not have any results, you can elect not to send them to the recipients.
8. Select the Output Format for the query:
   • Excel (formatted)
   • Excel (unformatted)
   • JSON
   • CSV
     
9. You have the option to customize the scheduled query Delivery Email. This includes who the email is coming from, a subject, merge fields, and the body of the email.
10. Click Save Changes when complete.